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State Street SPDR S&P MIDCAP 400 ETF Trust

1,529 hedge funds and large institutions have $17.3B invested in State Street SPDR S&P MIDCAP 400 ETF Trust in 2026 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 344 increasing their positions, 537 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 45

13% more capital invested

Capital invested by funds: $15.3B → $17.3B (+$2.02B)

5% more funds holding

Funds holding: 1,4511,529 (+78)

0% more funds holding in top 10

Funds holding in top 10: 5858 (0)

0.82% less ownership

Funds ownership: 63.7%62.88% (-0.82%)

36% less repeat investments, than reductions

Existing positions increased: 344 | Existing positions reduced: 537

48% less call options, than puts

Call options by funds: $462M | Put options by funds: $887M

Holders
1,529
Holders Change
+78
Holders Change %
+5.38%
% of All Funds
18.48%
Holding in Top 10
58
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.7%
New
153
Increased
344
Reduced
537
Closed
45
Calls
$462M
Puts
$887M
Net Calls
-$426M
Net Calls Change
-$258M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1351
Acropolis Investment Management
Missouri
$207K +$30.1K +45 +18%
TA
1352
Tactive Advisors
Florida
$207K +$197K +294 New
LWANC
1353
Laurel Wealth Advisors (North Carolina)
North Carolina
$206K +$196K +293 New
NWP
1354
NerdWallet Wealth Partners
New York
$206K +$196K +293 New
MSCM
1355
McElhenny Sheffield Capital Management
Texas
$205K -$102K -153 -34%
NWMP
1356
Noble Wealth Management PBC
Colorado
$205K
ALC
1357
Alexander Labrunerie & Co
Missouri
$205K +$196K +292 New
TCOTS
1358
Trust Company of the South
North Carolina
$205K +$196K +292 New
IWS
1359
Integrity Wealth Solutions
Colorado
$205K +$195K +291 New
CIG
1360
Cascade Investment Group
Colorado
$205K +$195K +291 New
RPC
1361
Rossmore Private Capital
Connecticut
$204K +$194K +290 New
DWM
1362
Denver Wealth Management
Colorado
$204K +$194K +290 New
AF
1363
Aldebaran Financial
$204K +$194K +290 New
CL
1364
COWA LLC
Oklahoma
$204K +$194K +290 New
JJBC
1365
James J. Burns & Company
New York
$204K +$194K +290 New
HC
1366
Hoese & Co
Minnesota
$204K
SWM
1367
Shakespeare Wealth Management
Wisconsin
$203K +$194K +289 New
KCPG
1368
Kavar Capital Partners Group
Kansas
$203K +$193K +288 New
IWM
1369
IHT Wealth Management
Illinois
$203K -$101K -151 -34%
MAM
1370
MMA Asset Management
Pennsylvania
$202K +$192K +287 New
SPWM
1371
Smith Partners Wealth Management
North Carolina
$202K +$192K +287 New
FHWM
1372
Fox Hill Wealth Management
Massachusetts
$201K +$192K +286 New
CWM
1373
Chesapeake Wealth Management
Virginia
$200K +$191K +285 New
BBPWM
1374
Blue Bell Private Wealth Management
Pennsylvania
$198K -$33.5K -50 -15%
B
1375
Bayban
Minnesota
$192K

MDY Hedge Fund Activity: Q2 2026 in Review

1,529 of the 8,274 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) for Q2 2026, worth a combined $17.3B — up 13% from $15.3B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new MDY positions and 45 closed out — a net gain of 108 holders — while 344 added to existing stakes and 537 trimmed.

The largest buyer was Meitav Investment House, opening a new position worth an estimated $276M. The largest seller was Morgan Stanley, cutting an estimated $206M.

  • 1,529 institutional investors held State Street SPDR S&P MIDCAP 400 ETF Trust (MDY) as of Q2 2026, up from 1,451 in Q1 2026.
  • Funds reported $17.3B of State Street SPDR S&P MIDCAP 400 ETF Trust stock for Q2 2026, up 13% quarter-over-quarter.
  • 153 funds opened new State Street SPDR S&P MIDCAP 400 ETF Trust positions in Q2 2026 and 45 closed out, a net change of +108 holders.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust buyer in Q2 2026 was Meitav Investment House, an estimated $276M added.
  • The largest State Street SPDR S&P MIDCAP 400 ETF Trust seller in Q2 2026 was Morgan Stanley, an estimated $206M sold.

Based on aggregated 13F filings for Q2 2026.